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Stolper & Co’s BlackRock Energy and Resources Trust BGR Stock Holding History

Stolper & Co’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$963K Sell
56,967
-1,135
-2% -$18.9K 0.25% 64
2026
Q2 		$861K Buy
+58,102
New +$927K 0.22% 69

Other funds holding BGR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
IRAG
Investment Research & Advisory Group Atlanta, Georgia $337M AUM 19.8% 1-Year Est. Return

Stolper & Co's BGR Position: Q3 2026 in Review

Stolper & Co reduced its BlackRock Energy and Resources Trust (BGR) stake by 2% in Q3 2026, selling an estimated $18.9K and leaving 56,967 shares worth $963K. The position accounts for 0.25% of the portfolio, ranked #64.

Stolper & Co first reported a position in BGR in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold BGR as of Q3 2026.

  • Stolper & Co held 56,967 shares of BlackRock Energy and Resources Trust worth $963K as of Q3 2026.
  • Stolper & Co sold 1,135 BlackRock Energy and Resources Trust shares in Q3 2026, an estimated $18.9K.
  • BlackRock Energy and Resources Trust made up 0.25% of Stolper & Co's portfolio in Q3 2026, its #64 holding.
  • Stolper & Co first reported a position in BlackRock Energy and Resources Trust in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.